EWA
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EverSource Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

EverSource Wealth Advisors’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.6K Sell
1,377
-1,269
-48% -$89.9K ﹤0.01% 1393
2026
Q1 		$174K Buy
2,646
+458
+21% +$31K 0.01% 1124
2025
Q4 		$141K Buy
2,188
+575
+36% +$36.4K 0.01% 1139
2025
Q3 		$94.5K Sell
1,613
-11
-0.7% -$607 ﹤0.01% 1311
2025
Q2 		$83.3K Buy
1,624
+493
+44% +$27.2K ﹤0.01% 1304
2025
Q1 		$65.5K Sell
1,131
-72
-6% -$3.92K ﹤0.01% 1105
2024
Q4 		$64.3K Buy
1,203
+887
+281% +$48.2K ﹤0.01% 1074
2024
Q3 		$18.1K Sell
316
-1,198
-79% -$64K ﹤0.01% 1545
2024
Q2 		$81.4K Buy
1,514
+150
+11% +$7.58K 0.01% 883
2024
Q1 		$68.8K Sell
1,364
-303
-18% -$14.8K 0.01% 854
2023
Q4 		$84.8K Buy
1,667
+1,589
+2,037% +$79.3K 0.01% 696
2023
Q3 		$3.75K Sell
78
-4
-5% -$213 ﹤0.01% 1814
2023
Q2 		$4.65K Sell
82
-626
-88% -$36.6K ﹤0.01% 1756
2023
Q1 		$41K Buy
708
+690
+3,833% +$39.4K 0.01% 858
2022
Q4 		$1.07K Sell
18
-2,143
-99% -$117K ﹤0.01% 2073
2022
Q3 		$106K Buy
2,161
+610
+39% +$33.5K 0.02% 415
2022
Q2 		$91K Buy
+1,551
New +$92.3K 0.02% 401

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

EverSource Wealth Advisors's NWE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NorthWestern Energy (NWE) stake by 48% in Q2 2026, selling an estimated $89.9K and leaving 1,377 shares worth $98.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

EverSource Wealth Advisors first reported a position in NWE in Q2 2022 and has held it in 17 quarters since. The position peaked at $174K in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • EverSource Wealth Advisors held 1,377 shares of NorthWestern Energy worth $98.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,269 NorthWestern Energy shares in Q2 2026, an estimated $89.9K.
  • NorthWestern Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1393 holding.
  • EverSource Wealth Advisors first reported a position in NorthWestern Energy in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's NorthWestern Energy position peaked at $174K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.